# SPIRITT: Get a Weekly KPI Report Every Monday Without Building It > Describe a Monday KPI report to a SPIRITT agent in one message, check the first run, pause it until Stripe and HubSpot are connected. Real screens, free. Source: https://learn.ynteractive.com/content/spiritt-weekly-kpi-report-from-stripe-and-hubspot · Updated 2026-11-13 · Free from Stepthrough (https://learn.ynteractive.com) ## Practice it step by step [Start the free practice](https://learn.ynteractive.com/modules/spiritt-weekly-kpi-report-routine) [Take the free module: why it matters, practice and a quick check →](https://learn.ynteractive.com/courses/ai-apps-worth-knowing/59) You do every step yourself in a practice copy of SPIRITT. It checks your work as you go, and “Do it for me” finishes any step you get stuck on. Free, about 9 minutes, and nothing touches your real accounts. [Open full screen](https://learn.ynteractive.com/modules/spiritt-weekly-kpi-report-routine) Free · Live now · [AI Automation for Operations](https://learn.ynteractive.com/courses/ai-for-operations) · [SPIRITT](https://learn.ynteractive.com/courses/spiritt-jump-start) · Stripe · HubSpot · ~9 min · 19 steps · Beginner Updated November 13, 2026. Built against the tool’s current screens and checked step by step. [How we check this lesson](https://learn.ynteractive.com/content/about#how-we-check) The Monday [KPI](https://learn.ynteractive.com/content/glossary) report is a classic operations chore: export revenue from Stripe, export pipeline from [HubSpot](https://learn.ynteractive.com/content/glossary#hubspot), rebuild the spreadsheet, write the email. [SPIRITT](https://learn.ynteractive.com/courses/spiritt-jump-start) is an [AI agent](https://learn.ynteractive.com/content/n8n-ai-agent-tutorial-google-sheets) platform where each workspace is an agent with its own cloud computer: you describe a job in plain English and it builds and schedules it. In this free lesson, captured from a real SPIRITT workspace on 12 November 2026, you set up that report for Larkspur Health Software, a made-up company that sells booking software to physiotherapy clinics. You look at the Stripe and HubSpot [integrations](https://learn.ynteractive.com/content/glossary), pick the cheapest model that can do it, describe the report in one message, check the first run, pause the routine until the real data is connected, and see what the agent can and cannot change afterwards. 19 steps, about nine minutes, no account needed to practice. ## At a glance | Question | Answer | | --- | --- | | What you build | Stop spending Monday morning copying numbers out of Stripe and HubSpot. In the real SPIRITT workspace, describe the report in one message, check the first run, pause it until the real data is connected, and learn what to put in the first message so you never have to fix it later. | | Tools | SPIRITT | | Time | About 9 minutes, 19 steps in 5 parts | | Level | Beginner, no coding needed | | Cost | Free | | Ways to learn it | [Practice it step by step](https://learn.ynteractive.com/modules/spiritt-weekly-kpi-report-routine) | ### The 5 parts, in short 1. See where the data connects: Open your workspace, Look at the integrations, Find Stripe and HubSpot, Connect later, with real accounts. 2. Pick a model and describe the report: Choose the model, Use the cheapest model that can do it, Describe the report in one message, Send it. 3. Check the first run: Read what it says it cannot do, Check one number yourself, Read the Needs attention list, See when it will run, and 1 more step. 4. Pause it until the real data is connected: Open the routine, Pause it, Back to the chat. 5. Change it by asking: Ask for the changes, Send it, Know what it cannot change. **Start here first:** [Build an AI Vendor Follow-Up Agent in n8n](https://learn.ynteractive.com/content/ai-vendor-follow-up-agent-n8n) (module 1 of AI Automation for Operations) **Part of:** [AI for Operations Teams](https://learn.ynteractive.com/content/paths/ai-for-operations) (step 42 of 42) **Part of:** [AI Agents 101](https://learn.ynteractive.com/content/paths/ai-agents-101) (step 17 of 18). Next up: [SPIRITT: Stop Hand-Updating the CRM After Every Call](https://learn.ynteractive.com/content/spiritt-ai-agent-update-crm-from-emails-and-calls) **Part of:** [AI Apps Worth Knowing](https://learn.ynteractive.com/content/paths/partner-tools-ai-apps) (step 150 of 157). Next up: [SPIRITT: Stop Hand-Updating the CRM After Every Call](https://learn.ynteractive.com/content/spiritt-ai-agent-update-crm-from-emails-and-calls) ## The business case: two hours of copying every Monday Picture the operations lead at Larkspur Health Software, a made-up 40-person company that sells booking software to physiotherapy clinics. Every Monday she exports last week's billing from Stripe and last week's pipeline from HubSpot, pastes both into a spreadsheet, checks the formulas and emails leadership a summary. That is about two hours a week, and one broken formula puts a wrong number in front of the leadership team. With SPIRITT she describes the report once. The agent computes every number with code, compares it with the prior week, lists what needs attention and runs on a schedule. ## Who this is for, and what you need Operations leads, revenue-ops managers, chiefs of staff and founders who own a weekly numbers email. The practice runs in your browser with no account. To do it for real you need a SPIRITT account (the free plan showed a daily allowance of 200 credits), and Stripe and HubSpot accounts to connect. ## What happened in our run With no Stripe or HubSpot account connected, the agent made a small sample CSV, labeled the report "Illustrative sample data only", and produced a six-KPI table about 40 seconds later. We checked all six changes; each was right. The Needs attention list was true but thin, so ask for an owner and a next step for each item. The agent also told us two things a learner should know. It could not enforce the 15-credit budget we asked for ("this workspace doesn't expose a hard per-task credit cap"), and it scheduled the routine for 7:00 AM UTC because we gave no time zone, which is 2:00 AM in New York in winter. When we asked afterwards for New York time and a new name, it said its schedule controls could not rename, change the time zone of, or edit a paused schedule, and it left the routine paused rather than create a surprise replacement. ## What this saves you - About two hours every Monday, and the risk of a typed-in number being wrong. - A report that arrives before the leadership meeting, with the math done by code. - What it does not do: it does not decide what to do about a rise in churn. It tells you it happened, and, if you ask, who owns it. ## Next: the rest of the SPIRITT course Next, [stop hand-updating the CRM after every call](https://learn.ynteractive.com/content/spiritt-ai-agent-update-crm-from-emails-and-calls): a SPIRITT agent proposes deal updates from client emails and call notes and waits for your approval. Then [clear the morning client inbox with replies drafted](https://learn.ynteractive.com/content/spiritt-inbox-triage-sort-emails-draft-replies). All three are in the [SPIRITT Jump Start course](https://learn.ynteractive.com/courses/spiritt-jump-start). ## How this lesson was built Every screen is a capture of the real SPIRITT workspace on a new account, taken on 12 November 2026, and every step was done in the app. Stripe and HubSpot were not connected because we had no accounts to connect, so the numbers are the agent's own sample data, labeled as such. Larkspur Health Software is made up. This replaces an earlier starter version of the lesson that was built from SPIRITT's public pages. ## Links - [SPIRITT use case: Send a Weekly KPI Report from Stripe and HubSpot](https://spiritt.ai/resources/use-cases/weekly-kpi-report-from-stripe-and-hubspot): SPIRITT's own version of this job, with the KPI tiles and the rule that a missing number stays missing. - [SPIRITT guide: Best AI workflow automation tools](https://spiritt.ai/resources/guides/best-ai-workflow-automation-tools): how routines run, report their health and get changed by telling the agent. - [SPIRITT guide: AI agent with 1,000+ integrations](https://spiritt.ai/resources/guides/ai-agent-with-1000-integrations): connecting apps from the workspace and how shared connections work. - [SPIRITT Pricing](https://spiritt.ai/pricing): the free daily credits, credit packs and budgets. ## Try it yourself, free Reading the steps is a start. Doing them is how it sticks. The interactive module walks you through every click in a practice copy of SPIRITT, checks each step, and never touches your real accounts. [Start “SPIRITT: Get a Weekly KPI Report Every Monday Without Building It”](https://learn.ynteractive.com/modules/spiritt-weekly-kpi-report-routine) ## Step by step: SPIRITT: Get a Weekly KPI Report Every Monday Without Building It All 19 steps of the interactive module, in order. In the module you watch each one, then do it yourself in a practice copy that checks your work. ### 1. See where the data connects 1. **Open your workspace.** You run operations at **Larkspur Health Software**, a made-up company that sells booking software to physiotherapy clinics. Every Monday you spend about two hours copying last week's revenue from Stripe and pipeline from HubSpot into a spreadsheet for leadership. This is **SPIRITT**: each workspace is an AI agent with its own cloud computer. Note the credit bar: the free plan gives **200 credits** a day, and our account had **24** left. Click **My Workspace**. You run operations at a small software company, and every Monday you copy numbers from Stripe and HubSpot into a report. This is SPIRITT. Each workspace is an AI agent with its own computer. Note the daily credits. 2. **Look at the integrations.** The workspace opens on the agent chat. Before you ask for a report, see where your data would come from. Click **Integrations**. Before you ask for the report, see where the data comes from. 3. **Find Stripe and HubSpot.** The first time, you click **Set up workspace** to turn integrations on. Then you get a grid of apps, each with its number of tools, and a **Connect** button. Click the **Search apps** box and type **Stripe**. Turn integrations on once. Then search the apps. 4. **Connect later, with real accounts.** **Stripe** shows **428 tools**; **HubSpot** is there too. A note says connections in this workspace are **available to everyone in this workspace**, so connect with an account that only needs to read. We had no Stripe or HubSpot account to connect, so the agent will make sample data first. Close the window with the **X**. Stripe and HubSpot are both here. Connections are shared with everyone in the workspace. We had no accounts to connect, so the agent will use sample data first. Close the window. ### 2. Pick a model and describe the report 5. **Choose the model.** At the bottom of the chat, click the model name, **SPIRITT Kay 1.5**. 6. **Use the cheapest model that can do it.** There are SPIRITT models from **Kay Nano** to **Kay Max** (marked **10x cost**), plus tabs for Claude Code, Gemini and ChatGPT, and a **Thinking** level from low to max. A weekly report is simple work where code does the math, so pick **Thinking: low** and click **SPIRITT Kay Nano 1.5**, the "most efficient and affordable" one. A weekly report is simple work, and code does the math. Set thinking to low, and pick Kay Nano, the cheapest model. 7. **Describe the report in one message.** Say when it runs, what is in it, where the data comes from, how to compute it, what to do when a number is missing, where to show it, and the budget. Add your **time zone**; we forgot, and you will see why it matters. Type: **Every Monday at 7:00 AM, build a weekly KPI report for Larkspur Health Software. Stripe and HubSpot are not connected yet, so for now create a small sample CSV of last week and the week before (new MRR, churned MRR, failed payments, new deals, deals won, open pipeline value) and use that. Compute every number with code, compare each one with the prior week, and end with a short Needs attention list. If a number is missing, say it is missing; never guess. Show me the first report here in chat, and keep this task under 15 credits.** In one message, say when it runs, what is in it, where the data comes from, and the budget. Add your time zone. We forgot. 8. **Send it.** Click the purple **arrow**. A chat named **Weekly KPI Report Automation** appears under **Recent**, and the agent shows its work: **Reading**, **Scripting**, **Thinking**. The agent shows its work as it goes. ### 3. Check the first run 9. **Read what it says it cannot do.** Read its notes before the report. **"This workspace doesn't expose a hard per-task credit cap, so I can't guarantee a strict 15-credit ceiling."** And **"I'm scheduling it for 7:00 AM UTC since no timezone was specified."** A budget in your message is a request, not a hard limit. Click the note. Read its notes. It says it cannot enforce a credit cap, and it set the time to U T C because you gave no time zone. 10. **Check one number yourself.** About 40 seconds later: a table of six KPIs, prior week against last week, labeled **"Illustrative sample data only."** Check one: open pipeline went from **$48,500** to **$61,200**. That is **+$12,700**, and 12,700 divided by 48,500 is **26.2%**. Right. We checked all six; they were all right. Click the pipeline change. A table of six numbers, labeled as sample data. Check one yourself. Pipeline went up twelve thousand seven hundred dollars, or twenty six point two percent. Right. 11. **Read the Needs attention list.** **Needs attention**: churned MRR up **$300**, failed payments up **2**. Both are true, but it left out what you would ask next: who owns each one, and what to do today. Add that to your message when you connect the real data, for example "give each item an owner and a next step". Click the list. The needs attention list is true, but thin. Next time, ask for an owner and a next step for each item. 12. **See when it will run.** The last line confirms the routine: **Mondays at 7:00 AM UTC**, starting Nov 16, with the sample CSV saved in the agent's files. 7:00 AM UTC is 2:00 AM in New York in winter. Click the line. It is set for Mondays at seven A M U T C. That is two in the morning in New York. 13. **Find the routine.** Routines live under **Workflows**. Click **Workflows** in the left menu. ### 4. Pause it until the real data is connected 14. **Open the routine.** **Your automation is working**, with one routine: **Agent deliver**, Custom schedule, **Next run in 3 days**, **No runs yet**. The name is the agent's, not yours. Click it. One routine, named Agent deliver, next run in three days. 15. **Pause it.** The **Schedule** table shows **Custom schedule, UTC**, next run **07:00**, status **Active**, with **Pause schedule** and **Run now**. Until Stripe and HubSpot are connected, every Monday run would report the same sample numbers and spend credits. Click **Pause schedule**. Until the real data is connected, every run would report the same sample numbers, and spend credits. 16. **Back to the chat.** Status: **Paused**, with **Resume schedule** when you are ready. Now fix the time zone and the name. Under **Recent**, click **Weekly KPI Report Automation**. It is paused. Now fix the time zone and the name. ### 5. Change it by asking 17. **Ask for the changes.** In the message box, ask for both changes and say to keep it paused. Type: **Two changes: run it at 7:00 AM New York time, not UTC, and name the routine "Larkspur weekly KPI report". Keep it paused until I connect Stripe and HubSpot.** Ask for a New York time, and a real name. And keep it paused. 18. **Send it.** Click the **arrow**. 19. **Know what it cannot change.** Its answer: the routine is **already paused**, and its schedule controls can list and cancel schedules **"but not renaming, changing the timezone, or editing a paused schedule."** It did not make a replacement, so nothing runs by surprise. So put the time zone and the name in your first message. When Stripe and HubSpot are connected, cancel this one and ask again in one message. Our credit bar still showed **24 / 200** after both messages on Kay Nano; check the usage in your own account. It cannot rename a schedule or change its time zone, and it did not create a surprise replacement. So put the time zone and the name in your first message. ## Frequently asked questions **Can SPIRITT send a weekly KPI report from Stripe and HubSpot automatically?** Yes. Stripe and HubSpot are both in SPIRITT's integrations. You describe the report in one message and the agent builds it, computes the numbers with code and schedules it. In our run, without the apps connected, it built the first report from labeled sample data and set up a Monday routine. **Can I cap how many credits a SPIRITT routine uses?** Not from the chat message alone, in our test. We asked for under 15 credits, and the agent said the workspace did not expose a hard per-task cap, so it kept the run lightweight. Pick a small model such as Kay Nano with low thinking, and check the usage in your account. **Why does my SPIRITT routine run at the wrong time?** If you give no time zone, the agent uses UTC. Ours was set to 7:00 AM UTC, which is 2:00 AM in New York in winter, and the agent could not change the time zone of the schedule afterwards. Put your time zone in the first message. **Was this lesson tested in a real SPIRITT account?** Yes. Every screen is from a real SPIRITT workspace, captured 12 November 2026. Stripe and HubSpot were not connected, so the report uses the agent's sample data. [Start this module free](https://learn.ynteractive.com/modules/spiritt-weekly-kpi-report-routine) - Previous in AI Automation for Operations: [OLVA: Follow a Spanish-Speaking Supplier Call with Live Translation](https://learn.ynteractive.com/content/olva-ai-live-translation-supplier-calls) ## More in AI Automation for Operations - [Build an AI Vendor Follow-Up Agent in n8n](https://learn.ynteractive.com/content/ai-vendor-follow-up-agent-n8n): Build an AI agent for Ridgeline Supply Co. that writes follow-up messages for late or pending purchase orders and saves them to Google Sheets — chat trigger, AI Agent… - [Build an AI Maintenance and IT Request Form](https://learn.ynteractive.com/content/ai-maintenance-it-request-form-lovable-n8n): Build an internal maintenance and IT request form in Lovable for Ridgeline Supply Co. and connect it to n8n — the AI agent sets the priority, assigns a team, saves the… - [CoHear: AI Meeting Notes from a Team Training Session](https://learn.ynteractive.com/content/cohear-ai-meeting-notes-training-session): Record a team training session on your iPhone with CoHear, check the AI notes and action items against the transcript, make a one-page handout and share it behind a… - [A Presentation from Your Notes in 5 Minutes (Gamma)](https://learn.ynteractive.com/content/gamma-presentation-from-notes): Paste rough meeting notes into Gamma, pick a theme, fix one slide by chatting with its AI, and export the deck to PowerPoint and PDF. - [Airia for Beginners: What an AI Agent Is Made Of](https://learn.ynteractive.com/content/airia-for-beginners-what-an-ai-agent-is-made-of): A five-minute map of Airia before you build: the four parts of an agent (model and instructions, data sources, Playground, Publish), three office jobs that suit one… - [Foxit for Beginners: Workspace, AI Assistant and PDF Editor Explained](https://learn.ynteractive.com/content/foxit-for-beginners-workspace-ai-assistant-pdf-editor): A five-minute map of Foxit before you use it: Foxit Workspace, the PDF AI Assistant and PDF Editor, which one fits a contract review, a revised contract, a flat form or… [All 34 modules in AI Automation for Operations](https://learn.ynteractive.com/courses/ai-for-operations) ## More SPIRITT tutorials - [SPIRITT: Stop Hand-Updating the CRM After Every Call](https://learn.ynteractive.com/content/spiritt-ai-agent-update-crm-from-emails-and-calls): Let an AI agent read new client emails and call notes, match each one to the right deal, propose the new stage, amount, close date and next step, and log the activity… - [SPIRITT: Clear the Morning Client Inbox with Replies Drafted](https://learn.ynteractive.com/content/spiritt-inbox-triage-sort-emails-draft-replies): Ask an AI agent to sort the client inbox into Urgent today, Reply this week and No reply needed, with a reason for each, and draft every reply without sending anything… ## Terms in this lesson Plain-English definitions, each with an example from a free lesson. [KPI (key performance indicator)](https://learn.ynteractive.com/content/glossary) · [HubSpot](https://learn.ynteractive.com/content/glossary#hubspot) · [AI agent](https://learn.ynteractive.com/content/glossary/ai-agent) · [Integration](https://learn.ynteractive.com/content/glossary) · [AI credits](https://learn.ynteractive.com/content/glossary#ai-credits) · [CSV](https://learn.ynteractive.com/content/glossary/csv) [The full AI glossary](https://learn.ynteractive.com/content/glossary) ## Browse related tutorials [AI for Operations (34)](https://learn.ynteractive.com/courses/ai-for-operations) · [SPIRITT tutorials (3)](https://learn.ynteractive.com/courses/spiritt-jump-start)